M CRM
We redesigned Jakarta Murugan Temple’s website with an elegant and user-friendly interface, enabling seamless online pooja bookings, donations, and event registrations. This digital transformation improved visitor management, enhanced transparency, and increased temple donations by 4x
Overview
The MEMS CRM Mobile Application is a cross-platform solution developed using Flutter, integrated with Firebase and Odoo CRM.
It empowers sales and service teams to manage leads, monitor calls, and capture business cards using OCR technology—all from their mobile devices.
The app operates on an offline-first architecture, ensuring data is stored locally and automatically synced with the CRM backend once connectivity is restored. It also leverages background services to continuously monitor call logs and send real-time push notifications for follow-ups and lead updates.
Problem Statement
- Before this application, the client’s sales and support team relied on manual tracking through spreadsheets and phone logs.
- This approach caused several challenges: Missed follow-ups due to a lack of call tracking and reminders
- Manual entry errors when updating CRM data
- No real-time sync between field agents and backend CRM
- Difficulty in managing offline operations and updates
- Inefficient process of saving and categorizing business card details
- These gaps led to delays in lead conversion, lower team productivity, and inconsistent CRM data across systems.
Solution
- Use a business-card scanner module (e.g. via OCR / AI) to let users snap a card with mobile camera, then auto-extract name, phone, email, company etc., and instantly create a new “lead” or contact in Odoo CRM.
- For calls made via mobile or integrated VOIP, automatically log call activity (timestamp, duration, contact) and attach it to the relevant contact/lead in CRM — giving full call history for each customer.
- Provide geo-location tracking for field staff: at check-in / visit start capture GPS coordinates, and at check-out capture end GPS/timestamp — log the visit under the relevant customer/partner in CRM for attendance or field visit auditing.
- Allow scheduling of next-actions (calls, meetings, follow-ups) from mobile: assign tasks or meetings via CRM calendar, set reminders, and sync with backend so sales reps can manage pipeline on the go.
